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How to Add a Custom Field on Client Card

  • Updated

To add a custom field on the Client Card, head over to the Details-view.

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Click the Add Field... button.

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The following drop-down dialog will appear, click on it.

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Select any field you want from the list. Please note that the options available depend on the settings in the Control Panel.

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After adding a field, click the Create button and you are done.

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For more information about removing a custom field on the Client Card, click here.

 

Note:

1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Administrator'-rights set up to be able to make changes.